Wr Wealth Planners, LLC Reduced Holdings in Q4 2024

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSY
Bentley Systems Inc

Technology
-724
- 10.86%
$46.59 - $51.09 $33.7K - $37K
5.94K $277K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-13
- 0.02%
$48.48 - $49.47 $630 - $643
79.9K $3.89M
ASML
Asml Holding Nv

Technology
-69
- 90.79%
$658.43 - $872.27 $45.4K - $60.2K
7 $4K
AZN
Astrazeneca PLC

Healthcare
-282
- 8.86%
$63.2 - $79.58 $17.8K - $22.4K
2.9K $190K
INTC
Intel Corp

Technology
-1.67K
- 22.86%
$19.07 - $26.23 $31.9K - $43.9K
5.64K $113K
CI
Cigna Corp

Healthcare
-96
- 22.17%
$265.59 - $358.58 $25.5K - $34.4K
337 $93K
IXC
Ishares Tr Global Energy ETF

ETFs
-1.35K
- 82.48%
$36.95 - $43.06 $49.7K - $58K
286 $10K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-805
- 9.17%
$38.37 - $42.82 $30.9K - $34.5K
7.98K $306K
META
Meta Platforms, Inc.

Communication Services
-113
- 18.02%
$554.08 - $632.68 $62.6K - $71.5K
514 $303K
HXL
Hexcel Corp

Industrials
-995
- 10.67%
$58.56 - $65.31 $58.3K - $65K
8.33K $522K
ABT
Abbott Laboratories

Healthcare
-440
- 32.42%
$111.93 - $119.39 $49.2K - $52.5K
917 $103K
AVEM
American Centy ETF Tr Avantis

ETFs
-556
- 19.06%
$58.59 - $66.14 $32.6K - $36.8K
2.36K $138K
CRWD
Crowd Strike Holdings, Inc.

Technology
-215
- 52.7%
$275.15 - $388.2 $59.2K - $83.5K
193 $66K
MCD
Mcdonalds Corp

Consumer Cyclical
-35
- 1.38%
$288.47 - $316.54 $10.1K - $11.1K
2.49K $722K
MRK
Merck & Co., Inc.

Healthcare
-204
- 10.81%
$96.31 - $114.76 $19.6K - $23.4K
1.68K $167K
ACM
Aecom

Industrials
-647
- 10.64%
$101.97 - $116.97 $66K - $75.7K
5.43K $580K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-362
- 92.58%
$126.68 - $134.74 $45.9K - $48.8K
29 $3K
REET
Ishares Global Reit ETF

ETFs
-1.68K
- 73.62%
$23.43 - $26.54 $39.4K - $44.6K
602 $14K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-234
- 27.3%
$201.32 - $217.44 $47.1K - $50.9K
623 $128K
KO
Coca Cola CO

Consumer Defensive
-40
- 0.9%
$61.74 - $71.71 $2.47K - $2.87K
4.42K $275K
PSX
Phillips 66

Energy
-250
- 26.1%
$110.35 - $138.93 $27.6K - $34.7K
708 $80K
PLD
Prologis, Inc.

Real Estate
-264
- 33.59%
$101.4 - $126.96 $26.8K - $33.5K
522 $55K
MPLX
Mplx LP

Energy
-1.14K
- 33.06%
$43.77 - $51.66 $49.7K - $58.6K
2.3K $109K
TGT
Target Corp

Consumer Defensive
-236
- 44.7%
$121.59 - $160.69 $28.7K - $37.9K
292 $39K
MU
Micron Technology Inc

Technology
-97
- 5.65%
$84.16 - $113.41 $8.16K - $11K
1.62K $136K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.31K
- 12.14%
$33.92 - $36.6 $44.6K - $48.1K
9.51K $329K
CPER
United States Copper Index Fun

ETFs
-1.31K
- 50.97%
$25.16 - $29.15 $33.1K - $38.3K
1.26K $31K
CTAS
Cintas Corp

Industrials
-145
- 23.09%
$182.7 - $226.47 $26.5K - $32.8K
483 $88K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-326
- 28.4%
$109.14 - $121.63 $35.6K - $39.7K
822 $90K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-168
- 6.6%
$174.22 - $187.62 $29.3K - $31.5K
2.38K $416K
IEFA
Ishares Tr

ETFs
-418
- 41.39%
$70.06 - $77.43 $29.3K - $32.4K
592 $41K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-758
- 50.17%
$44.21 - $46.46 $33.5K - $35.2K
753 $33K
VGIT
Vanguard Intermediate Term Tre

ETFs
-590
- 60.2%
$57.78 - $60.4 $34.1K - $35.6K
390 $22K
COP
Conocophillips

Energy
-181
- 6.38%
$95.12 - $114.72 $17.2K - $20.8K
2.65K $263K
RTX
Raytheon Technologies Corp

Industrials
-231
- 15.34%
$114.45 - $127.21 $26.4K - $29.4K
1.28K $147K
EMB
Ishares Tr

ETFs
-333
- 50.76%
$88.94 - $93.46 $29.6K - $31.1K
323 $28K
DDOG
Datadog, Inc.

Technology
-300
- 71.77%
$113.98 - $168.65 $34.2K - $50.6K
118 $16K
LIT
Global X Fds Global X Lithium

ETFs
-650
- 65.0%
$40.78 - $48.97 $26.5K - $31.8K
350 $14K
MPC
Marathon Petroleum Corp

Energy
-96
- 14.88%
$131.65 - $174.84 $12.6K - $16.8K
549 $76K
UBER
Uber Technologies, Inc

Technology
-353
- 67.88%
$59.93 - $86.34 $21.2K - $30.5K
167 $10K
CE
Celanese Corp

Basic Materials
-179
- 74.58%
$67.03 - $136.68 $12K - $24.5K
61 $4K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-305
- 41.38%
$81.68 - $82.93 $24.9K - $25.3K
432 $35K
QCOM
Qualcomm Inc

Technology
-127
- 33.42%
$150.4 - $178.04 $19.1K - $22.6K
253 $38K
TIP
Ishares Tr Tips Bd ETF

ETFs
-232
- 59.64%
$106.33 - $110.69 $24.7K - $25.7K
157 $16K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-640
- 47.76%
$40.15 - $42.9 $25.7K - $27.5K
700 $28K
PM
Philip Morris International Inc.

Consumer Defensive
-194
- 63.19%
$118.38 - $133.06 $23K - $25.8K
113 $13K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-45
- 54.88%
$396.64 - $516.74 $17.8K - $23.3K
37 $14K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-462
- 57.75%
$52.0 - $55.66 $24K - $25.7K
338 $18K
SBUX
Starbucks Corp

Consumer Cyclical
-210
- 26.05%
$87.44 - $102.5 $18.4K - $21.5K
596 $54K
Activity Summary
Buys All Purchases 402 New Holdings 80 Increased Positions 322 Sells All Sells 352 Reductions 352 Sold out 0 Options Calls 0 Puts 0
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